Enquiries and sales follow-up
Sort new enquiries, send acknowledgements, assign owners and prepare follow-up tasks.
Forge Automations connects the steps between enquiries, quotes, bookings, documents, reports, customer updates and team actions, so work keeps moving without constant chasing.
Answer a few questions and we will prepare a tailored workflow scenario by email.
Right now, a lot of that work still lives in inboxes, spreadsheets and memory. Enquiries wait to be sorted, quotes wait to be chased, documents wait to be checked and reports take too long to pull together.
These are the small but important tasks that keep the day moving. Forge helps turn them into clearer workflow routes, built around your actual process, tools and team, so the work keeps moving without constant chasing.
If a task is repeated, rule-based, easy to forget or spread across different tools, it may be a good candidate for a Forge workflow.
Every business has different moving parts. Forge looks at how your work actually happens, then designs a route that helps the right information, reminders and actions move at the right time.
Sort new enquiries, send acknowledgements, assign owners and prepare follow-up tasks.
Prepare quote tasks, proposal drafts, reminders, approvals and follow-up routes.
Support appointment reminders, visit scheduling, no-show follow-up and customer confirmations.
Request information, prepare folders, send welcome messages and create internal setup tasks.
Request, file, check, renew and chase important documents.
Support invoice reminders, payment chasing, reconciliation notes and finance updates.
Sort messages, draft replies for review, escalate issues and request feedback.
Turn business activity into summaries, KPI digests, risk alerts and management updates.
Support stock alerts, order updates, supplier reminders, prep tasks and shortage warnings.
Create clearer task routes, daily briefings, rota reminders, handovers and escalation alerts.
Every workflow is shaped around your process. We do not publish fixed prices, because the same idea can be simple or complex depending on your tools, data, steps, approval rules, reporting needs and support requirements.
One clear process, such as a reminder, alert, follow-up or update.
Several steps across forms, email, calendars, documents, customer records or spreadsheets.
Sorting, summarising, drafting, checking, reporting or routing, with review points where needed.
Multiple connected processes with approvals, reporting, monitoring or dashboard support.
The right route depends on your current process, the tools involved and how much reliability, reporting and review your team needs. After the Scenario Builder or a discovery call, we can review the route and provide a clear scope and quote.
Could look likeNew enquiry comes in, job details are collected, a quote task is created, a site visit is booked and follow-up reminders are prepared.
Could look likeBooking details are captured, reminders are sent, aftercare is prepared, feedback is requested and missed follow-ups are flagged.
Could look likeViewing enquiries are sorted, agent alerts are sent, maintenance messages are triaged and document deadlines are tracked.
Could look likeClient intake is organised, setup tasks are created, approval reminders are sent and monthly report notes are prepared.
Could look likeEvent enquiries are structured, proposal tasks are created, prep checklists are prepared and review follow-ups are sent.
Could look likeOrder updates, stock alerts, customer messages, abandoned baskets and supplier reminders are connected into a clearer route.
Answer a few guided questions about how your business runs, or describe a workflow you already have in mind. Either way, we prepare a tailored scenario for your business and send it to you by email.
You will not see a generic result on screen. Each scenario is prepared for your business, then reviewed and scoped before quoting.
Not sure what you need yet? Start with Forge Consult and we will help you decide what to improve first.
We look at how the work happens now, where it starts, who handles it, what tools are used and where things slow down.
We map the steps, rules, approvals, messages, exceptions and handover points before anything is built.
We decide what should be handled by the system, what should be reviewed by your team and where visibility is needed.
We connect the agreed tools, forms, inboxes, documents, alerts, reports or records.
We test real scenarios, document the workflow and make sure your team understands how to use it.
No. It can help with simple repeated tasks, but it can also support more complex work like sorting enquiries, preparing drafts, checking missing information, creating reports, flagging overdue work and connecting several steps across your tools.
No. The goal is to support your team by reducing the chasing, copying, checking and reminding that slows the day down. Your team stays in control of the work that needs judgement.
Each workflow depends on your process, tools, data, steps, approvals, reporting needs and support requirements. We scope the work first, then provide a clear quote.
It is a guided form that helps us understand your business, what slows the team down and what tools are involved. We use your answers to prepare a tailored workflow scenario and send it to you by email.
No. The scenario is prepared from your answers and sent by email. This helps us keep it specific to your business rather than giving you a generic result.
Not always. If you already know the process you want to improve, start with the Scenario Builder. If you feel the whole business is messy and you are not sure where to begin, Forge Consult is the better first step.
Usually, yes. Forge is often about connecting and improving the tools you already have, rather than replacing everything.
Yes. Some workflows only need alerts and updates. Others benefit from a dashboard where your team can view work, update status and manage exceptions.
Forge Consult helps decide what should be improved first. Forge Automations helps the next steps happen properly. Forge Dashboards gives your team a place to see and manage the work. Your website brings the enquiry in.
Helps enquiries, documents, reminders, quotes, updates and reports move properly.